SalesScreen + Teamleader Focus

SalesScreen + Teamleader Focus integrations

Create SalesScreen activities for new Teamleader Focus contacts

Easily streamline your sales processes with this Teamleader Focus and SalesScreen integration. Whenever a new contact is added in Teamleader Focus, an activity will be created in SalesScreen. This workflow helps you keep your sales activity log updated, saving time and ensuring all important information is accessible in both apps.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create ActivityCreates a new record in SalesScreen.
ActionWrite

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More things you can do with Teamleader Focus and SalesScreen

Discover other triggers and actions you can use with Teamleader Focus and SalesScreen

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write

- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
Action
Search or write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
Action
Search

About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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Related categories

Dashboards

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create SalesScreen activities for new Teamleader Focus companies

Related Zap Templates

Create SalesScreen activities for new Teamleader Focus companies